Client Intake Form for Estate/Trust Returns (Form 1041)
CONTACT INFORMATION
ESTATE/TRUST NAME
*
EXECUTOR/TRUSTEE NAME
*
PRIMARY PHONE
*
Please enter a valid phone number.
Format: (000) 000-0000.
SECONDARY PHONE
*
Please enter a valid phone number.
Format: (000) 000-0000.
EMAIL ADDRESS
*
example@example.com
MAILING ADDRESS (FOR ESTATE/TRUST TAX RETURN)
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
NEW CLIENTS
1) WE NEED A COPY OF YOUR LETTER FROM THE IRS STATING THE ESTATE/TRUSTS LEGAL NAME, EIN AND FILING DUE DATE. 2) WE NEED A LIST OF ALL BENEFICIARIES. INCLUDING THEIR LEGALNAME, MAILING ADDRESS AND SSN’s. 3) WE NEED THE EXECUTOR/TRUSTEE’s LEGAL NAME, MAILINGADDRESS AND SSN.
GENERAL QUESTIONS
Is the address, beneficiary information, executor/trustee information or any other information different from that shown on your prior year return? (Please explain)
*
YES
NO
Did the estate or trust have an interest in, or a signature or other authority over a bank, securities, or other financial account in a foreign country?
*
YES
NO
Did the estate or trust receive tax-exempt income?
*
YES
NO
Did the estate or trust receive all or any part of the earnings (salary, wages and other compensation) of any individual by reason of a contract assignment or similar arrangement?
*
YES
NO
Has the IRS or any state or local taxing agency notified you of changes to a prior year's tax return? (Provide copies of all notices/correspondence received from any tax agency.)
*
YES
NO
Were you the grantor, transferor, or beneficiary of a foreign trust?
*
YES
NO
Were any distributions made, or are any to be made, to beneficiaries during the tax year or 65 days following year end? (Provide details.)
*
YES
NO
Were any executor or trustee fees paid? (If applicable, prepare and provide copies of the 1099's.) Please make sure you have mailed all the necessary 1099's to the recipients by the filing deadline of 01/31.
*
YES
NO
Were any estimated tax payments made? (If yes, please provide dates and amounts.)
*
YES
NO
Do you anticipate next year's income and expenses to be similar to this year's? If not, please explain.
*
YES
NO
Is this a final return?
*
YES
NO
Are there any other changes? If yes, please let us know.
*
YES
NO
ADDITIONAL INFORMATION YOUR PREPARER SHOULD KNOW
BY SIGNING YOU ARE ACKNOWLEDGING THAT YOU COMPLETED THIS FORM TO IT'S ENTIRETY AND PROVIDED US WITH COMPLETE DOCUMENTS TO FULLY PREPARE YOUR RETURN.
*
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